Trust, But Verify

We take a slightly different approach to Ronald Reagan’s motto.  We believe investors must be critical and learn how to Verify, before Trusting. Read more

High Yield Safe Investments

So you’re looking for high yield safe investments for your retirement….  What are your options? Read more

Which 10% Do You Want?

Does market volatility leave you confused when trying to calculate your annual investment returns?  Or, is a flashy piece of marketing making it hard to calculate the actual gain you can expect?  Investment products and marketing can confuse even the simplest concept, so read on… Read more

Straight Talk on Equity Index Annuities

Few products generate as much confusion and controversy as equity index annuities, both pro and con.  We’re often asked if these products are any good.  Read more

Benefits and Riders

Generally speaking, Fixed Annuities and Variable Annuities offer add-on Options and Riders. These can add significant cost to your annuity.  The following are the key riders to watch out for… Read more